2021-11-08T08:11:59-06:00 2020-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990PF 2020-01-01 203886434 Wolfort Family Foundation % DAVID A WOLFORT WOLF 2167363357 5876 Burnham Road Naples FL 34119 David Wolford President 2168311200 2021-11-06 true David Wolford 999009999 W Edward Decker CPAMT P00083757 2168311200 2021-11-04 2 2020 2022-09-23 18:48:47Z X X 1244341 X 381517 11357 11357 -3255 69089 0 389619 11357 0 4836 4836 2418 2346 200 7382 4836 2418 125650 125650 133032 4836 128068 256587 6521 49471 14351 14351 649215 749047 1202757 29875 27549 27233 728561 790947 1244341 0 0 X 728561 790947 728561 790947 728561 790947 728561 256587 2920 988068 197121 790947 2,009.812 SHS FIDELITY ADVISOR REAL ESTATE INCOME 2020-01-01 2020-04-23 19555 25022 -5467 -5467 3.726 SHS RMB MENDON FIN SERVICES CL 2019-12-12 2020-06-19 95 176 -81 -81 438.831 SHS RMB MENDON FIN SERVICES CL 2020-01-01 2020-06-10 12820 20751 -7931 -7931 1962.43 SHS STONERIDGE REINSURACRISK PREM INTERVAL 2012-12-10 2020-12-31 17859 23014 -5116 -5155 158.428 SHS TOUCHSTONE 2014-01-31 2020-08-24 4996 3420 1576 1576 CAPITAL GAIN DIVIDENDS P 13764 CAPITAL GAIN DIVIDENDS P 13764 CAPITAL GAIN DIVIDENDS P 13764 CAPITAL GAIN DIVIDENDS P 13764 CAPITAL GAIN DIVIDENDS P 13764 -3255 91 91 91 500 0 500 409 409 false false false false false false false true true OH true false false false false true n/a DAVID A WOLFORT 2167363357 5876 BURNHAM ROAD Naples FL 34119 false false false false false false false false false false false false false false false false false false false false Barbara V Wolfort 5876 Burnham Road Naples FL 34119 director/president 0.0 0 0 0 David A Wolfort 5876 Burnham Road Naples FL 34119 director/secretary/treasurer 0.0 0 0 0 Justin A Wolfort 5876 Burnham Road Naples FL 34119 director 0.0 0 0 0 Andrew F Wolfort 5876 Burnham Road Naples FL 34119 director 0.0 0 0 0 Erica R Wolfort 5876 Burnham Road Naples FL 34119 director 0.0 0 0 0 1164796 21592 0 1186388 0 1186388 17796 1168592 58430 58430 91 91 58339 58339 58339 128068 0 0 0 0 128068 0 128068 58339 0 2018 2017 2016 0 180326 139117 243869 163957 233309 960578 128068 0 58339 69729 1030307 0 0 0 0 180326 849981 139117 243869 163957 233309 69729 DAVID A WOLFORT DAVID WOLFORT 5876 BURNHAM ROAD NAPLES FL 34119 2167363357 A LETTER DETAILING THE ORGANIZATION AND PURPOSE OF THE REQUEST. THE ORGANIZATION DOES NOT CURRENTLY HAVE A SUBMISSION DEADLINE. THE AWARDS MUST BE USED WITHIN THE UNITED STATES OF AMERICA OR ITS POSSESSIONS AND MUST BE USED FOR CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES. THE CLEVELAND ORCHESTRA 11001 EUCLID AVE CLEVELAND OH 44106 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 60000 CLEVELAND JEWISH FEDERATION 25701 SCIENCE PARK DR BEACHWOOD OH 44122 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 25000 OHIO UNIVERSITY PO BOX 869 ATHENS OH 45701 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 7650 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 20000 JOEL'S PLACE FOR CHILDREN 25425 LAKE ROAD BAY VILLAGE OH 44140 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 150 PANCREATIC CANCER ACTION NETWORK 1500 ROESCRANS AVENUE MANHATTAN BEACH CA 90266 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 500 Achievement Center For Child 4255 Northfield Rd Highland Hills OH 44128 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 1000 Wviz Pbs 1375 Euclid Ave Cleveland OH 44115 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 150 The Shul 30799 PINETREE ROAD 401 PEPPER PIKE OH 44124 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 2500 Alliance for Period Supplies of SWFL PO Box 413005-65 Naples FL 34101 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 100 PLANNED PARENTHOOD 206 E State Street Columbus OH 43215 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 500 Mutt Madness of the Ms Delta 102 Morgan Rd Greenville MS 38701 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 5000 Naples Therapeudic Riding Center 206 Ridge Dr Naples FL 34108 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 400 Community Foundation of Collier County 1110 Pine Ridge Rd STE 200 Naples FL 34108 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 1000 Ideastream Public Media 1375 Euclid Avenue Cleveland OH 44115 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 100 Soul to Sole 1290 Bassett Road No 5 Westlake OH 44145 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 100 Shelter for Abused Women & Children PO Box 10102 Naples FL 34101 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 400 Greater Cleveland Food Bank 15500 S Waterloo Rd Cleveland OH 44110 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 1000 Chagrin Falls Park & Community Center 7060 Woodland Ave Chagrin Falls OH 44023 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 100 125650 14 11357 18 -3255 8102 8102 false false false false false false false false false false X X 1 DAVID WOLFORT 5876 Burnham Road Naples FL 34119 381517 X FIDELITY INVESTMENTS 27549 27233 FIDELITY INVESTMENTS 654651 956032 MERRILL LYNCH 94396 246725 BASIS ADJUSTMENT ON DONATED STOCK 197121 OHIO SECRETARY OF STATE 200 BOOK/TAX DIFFERENCE 2920 INVESTMENT ADVISORY FEES 4836 4836 2418 FEDERAL TAX LIABILITY 2346